Business Intelligence Monitor 210727

(Introduction)

[Markets]

•   Global: U.S. stocks, dollar sluggish, all eyes on Fed meet this week

•   US: US real yields hit record low on growth concerns

•   US·Hong Kong: China Tech Stocks Slump as Regulators Apply Fresh Pressure

•   Hong Kong: China Property Management Stocks Slump as Beijing Tightens Grip

•   Metals: Copper climbs to 6-week high on floods in China, weak dollar

•   Iron ore: Iron ore price regains ground as China steel margins recover

•   Grains: Soybeans, corn rise after days of losses

•   Cryptocurrency: Bitcoin Tumbles After Reaching $40,000 on Amazon Speculations

•   한국: 코스피, 3,220대 후퇴 마감…외국인·기관 7천억 순매도

•   한국: 확산되는 中 '규제 리스크'···코스피까지 휘청

•   한국: 두산그룹주 맥 못 춰, 오리콤 4%대 두산중공업 두산밥캣 2%대 하락

•   한국: 환율, 또 연고점 넘어 1155원대 돌파…위안화 약세 연동

[Indicators]

•   US Jun. New home sales: U.S. New-Home Sales Unexpectedly Fall to Lowest Since April 2020

•   US Jul. Dallas Fed manufacturing Index: Texas Factory Output Held Up at Strong Levels in July -- Dallas Fed

•   Germany Jul. Ifo business climate: German business confidence dips as Covid and supply chain worries grow

•   Japan Jul. PMI: Japan's July factory activity grows at slowest pace in 5 months - PMI

•   India Q2 Tax collection: Govt's net tax collection rises 86% to Rs 5.57 lakh crore in Q1

•   한국 6월 주택가격(KB): 전국 아파트 중위가격 첫 5억 돌파

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Infrastructure-Bill Negotiators Try to Overcome Late Hurdles

•   WSJ: A Key Gauge of Future Inflation Is Easing

•   WSJ: Chinese Officials Blame U.S. for Stalemate in High-Level Talks

•   WSJ: U.S. to Keep Travel Restrictions Due to Delta Variant

•   WSJ: Long Covid May Qualify as Disability, Biden Administration Says

•   WSJ: Covid-19 Vaccine Mandates Imposed on Some Government Workers

•   WSJ: Covid Treatment Options Remain Elusive, Despite Months of Effort and Rising Delta Cases

•   WSJ: U.S. Combat Role in Iraq to End This Year, Biden Says

•   WSJ: Tunisia Political Crisis Deepens as President Tightens Grip on Power

•   WSJ: India Monsoon Flooding Death Toll Climbs

•   WSJ: Tesla Quarterly Profit Soars to Record

•   WSJ: China Orders Tech Firms to Fix Anticompetitive, Security Issues

•   WSJ: Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remain

•   WSJ: Intel Sets Plan to Again Become World’s Premier Chip Company

•   NYT: At the F.D.A.’s urging, Pfizer-BioNTech and Moderna are expanding their studies of children 5 to 11.

•   NYT: Inflation Has Arrived, but Washington Isn’t Racing to Limit Price Pops

•   NYT: As China Boomed, It Didn’t Take Climate Change Into Account. Now It Must.

•   NYT: Toyota Led on Clean Cars. Now Critics Say It Works to Delay Them.

•   NYT: Return to Office Hits a Snag: Young Resisters

•   WP: White House closely eyes impact of delta variant on U.K. economy

•   WP: In aftermath of German floods, fires burn in southern Europe as rains drench London

•   WP: Minimum wage lessons for the U.S. from Australia

•   FT: China could quit UK nuclear projects if role threatened, experts warn

•   FT: Valdis Dombrovskis goes for green in EU trade

•   FT: France ratifies revised version of Emmanuel Macron’s ‘health pass’ law

•   FT: UK Covid outlook remains unclear despite cases falling fast

•   FT: Renewable groups push for larger UK clean energy auction

•   FT: UK’s shadow chancellor promises Labour will repair trade ties with EU

•   FT: Hawks vs doves: Fed divided over when to dial back economic support

•   FT: Traders slash expectations for how high Fed will increase rates

•   FT: Can a new commodities boom revive Brazil?

•   FT: Crypto has ‘no inherent worth’ but is good to trade, says Man Group chief

•   FT: How the Fed’s fine intentions feed US wealth inequality

•   FT: US shale dealmaking wave is transforming the industry

•   Bloomberg: U.S. Infrastructure Spending Seen Rising After Decade of Decline

•   Bloomberg: Goldman Expects U.S. Economic Growth to Slow Sharply Next Year

•   Bloomberg: China’s Ongoing Recovery Showed Signs of Weakness in July

•   Bloomberg: What’s Happening in the World Economy: Is Lack of Taper Tantrum Good News?

•   Bloomberg: Eviction Moratorium Expires in US July 2021, Federal Rental Assistance Is Slow

•   Bloomberg: U.S. Labor Shortages, Price Pressures to Continue, Survey Shows

※   NABE: July 2021 Business Conditions Survey Summary

•   Bloomberg: Falling Covid Cases Are Welcome Surprise for U.K. Scientists

•   Bloomberg: BOE Doves Are in Command as Vlieghe Opposes Curtailing Stimulus

•   Bloomberg: EU Proposes Delaying Assessment of Hungary’s Recovery Plan

•   Bloomberg: China’s Booming Exports Help Widen Country’s Regional Growth Gap

•   Bloomberg: WTO Holiday From Vaccine Equity Talks Draws Calls for Action

•   Bloomberg: Tokyo Olympics Has 16 More Virus Cases, Including Three Athletes

•   Bloomberg: Sydney Covid Cases Climb Amid Concerns of Protest Superspread

•   Bloomberg: Cathie Wood Keeps Dumping Chinese Stocks as Beijing Cracks Down

•   Bloomberg: China Crackdown Rocks Investors: ‘Everybody’s in the Crosshairs’

•   Bloomberg: Libor’s Final Days Begin With Push to Shake Up Swaps Market

•   Bloomberg: TSMC Mulls German, Japan Plants to Diversify Supply Chain

•   Bloomberg: Two Big Changes That Would Help Ease the Shipping Container Strain

•   Bloomberg: ABB to Sell Dodge Business to RBC Bearings for $2.9 Billion

•   Reuters: How the Delta variant upends assumptions about the coronavirus

•   Reuters: People with allergic reaction to mRNA vaccines can get 2nd dose; Delta viral load over 1,000 times higher

•   Reuters: Antibodies from Sinovac's COVID-19 shot fade after about 6 months, booster helps - study

•   Reuters: New COVID variants tops list of market concerns - Deutsche Bank sentiment survey

•   Reuters: White House says current vaccination rates show positive trend

•   Reuters: Fed now facing twin inflation, growth risks as virus jumps and supply chains falter

•   Reuters: Spain's COVID-19 incidence rate rises, but officials see signs of hope

•   Reuters: EU regulator backs AstraZeneca drug for rare blood disorder in children

•   Reuters: Saudi Arabia suspends privatisation of desalination and power plant

•   Reuters: COVID-19 sufferers in Indonesian capital rent oxygen cylinders

•   Reuters: France says Iran endangers compromising chance for nuclear deal

•   Reuters: Brazil interest rates to hit 7.00% this year -cenbank survey

•   Reuters: China says EU's planned carbon border tax violates trade principles

•   Reuters: The sky has fallen': Chinese farmers see livelihoods washed away by floods

•   Reuters: SSE, Siemens Gamesa to seek green hydrogen in Ireland, Scotland

•   Reuters: Analysis: U.S., China positions ossify at entrenched Tianjin talks

•   Reuters: Analysis: Tesla's plans for batteries, China scrutinized as Musk drops features

•   CNN: Xi Jinping set out to save the Communist Party. But critics say he made himself its biggest threat

•   CNBC: Dr. Scott Gottlieb says U.S. delta-driven Covid spike could peak in 3 weeks, following U.K. pattern

•   CNBC: Delta: Americans are 'mixing and matching' Covid vaccines over concerns about variant

•   MarketWatch: This could be the peak of the tech boom — Here’s what to look for

•   SCMP: Delta variant raises global exposure to ‘political risk’ and economic slowdown, report finds

•   SCMP: China’s surging yuan allows Beijing greater financial flexibility, creating capital markets ‘too big to ignore’

•   SCMP: US-China tech war: Beijing calls on Chinese firms to ‘seize overseas opportunities’ in race for self-reliance

•   SCMP: China’s tech giants go on hiring spree for fresh graduates despite Beijing’s crackdown on the sector

•   SCMP: Explainer | China jobs: inside the world’s biggest workforce

•   Nikkei Asia: Offshore wind to power Japan's biggest green hydrogen plant

•   Economic Times: Covid 2nd wave to have more lasting damage on Indian economy, exports key for recovery: Moody’s Analytics

•   Economic Times: India’s weekly business activity falls after two months: Nomura

•   Industrial Vehicle Technology: Yale reveals new cab design for high capacity trucks

•   DIGITIMES: PCB shipments for high-end car applications to rise notably in 2H21

•   Robotics & Automation News: Siemens makes first industrial 5G router available

•   매경(P1): "임대차 1년 중산층 서민 벼락거지 됐다"…정부 "갱신 늘었다" 자화자찬만

•   매경: 與, 임대차법 보완한다면서…오히려 규제 더 강화하나

•   매경(P1): 미술품 상속세 물납 결국 없던 일로…與 반대로 발표직전 빠져

※   4년만에 '증세' 멈춘 정부…국가 전략 R&D 1조3천억 稅감면

※   기재부: 2021년 세법개정안 발표

•   매경: OTT 콘텐츠 제작비 稅혜택…국채 개인투자 세금 분리과세

•   매경: 조합원 매수 분양권도 2주택 간주…분양권 사고팔기 이젠 못하겠네

•   매경: 주식투자 1억 벌면 2023년부터 세금 1100만원…한푼도 안낼 수 있다

•   매경: ISA, 은행서 증권사로 '돈의 이동' 더 빨라진다

•   매경(P1): 3년새 이익 반토막…韓 디스플레이 장비업체 위기

•   매경: "OLED 기술 초격차 지키려면…반도체 특별법에 포함시켜야"

•   매경: "아직도 회사 출근하니"…재택근무 50만명 넘었다

•   매경: 2040년 평택·당진항, '수소항만'으로 변신

•   매경: [단독] 현대중공업, 300미터 자율운항 LNG선 대양 건넌다

•   매경: 올 공급량 작년 2.7배, 세계 점유율 35%…세계1위 LG엔솔 격차 더 벌렸다

•   매경: SK바사 제넥신 ‘국산 코로나백신’ 임상3상 초읽기

•   매경: "재건축 보릿고개 대체 언제 끝나려나"…3년반동안 10개 단지 중 7곳 탈락

•   한경(P1): 연금 수익률도 'K자' 양극화

•   한경: K-정책 플랫폼 "부동산 과도한 규제 풀어야…전국민 부모급여 도입을"

•   한경: 레미콘 '진입제한' 2년 더…"공급대란 땐 정부 책임"

•   한경: 힘 빠지는 시총 최상위 공룡들…'추격자' 마이크로기업 올라타라

•   서경(P1): 속자생존 시대, 기업을 춤추게(D.A.N.C.E) 하자

•   서경: 기업이 國富 원천이자 안보 방패···대만 'TSMC 실리콘실드' 배워야

•   서경: 포스트 반도체는 '차세대 반도체'···稅 혜택 늘리고 인력 양성 주력을

•   서경: '美·中 분쟁' 유탄 피하려면 '초격차'만이 해법

•   서경: 'ACE' 키워야 포스트 코로나 주도···수소 등 디지털 접목 확대를

•   서경: "국가예산 5%, R&D에 책정···중장기 과제 집중 투자"

•   서경: 中 비중 줄이고 신남방 개척 "공급망 위험 분산해야"

•   서경(P1): [단독] K-IFRS 10년 됐는데···회계기준 애매모호, 기업들 문의 4년새 두배나 껑충

•   서경: 한미 '세탁기 10년 전쟁' 올해 끝난다

•   서경: 공정위, 사업장 10만곳 하도급 실태 조사

•   서경: 내년 R&D 예산, 백신 등 혁신기술에 집중

•   서경: 반도체용 기판도 품귀···韓中, 앞다퉈 증설

•   조선: 화이자 맞은 20대 남성, 심근염 사망...국내 첫 인과성 인정

•   조선: 국내 교차접종 결과보니... AZ·화이자 섞어 맞았을 때 항체 6배

※   질병관리청: 국내 코로나19 백신 교차접종 연구 결과 높은 수준의 항체가 확인

•   조선비즈: 현대제뉴인, 현대重그룹 건설기계 중간지주사 된다

•   조선비즈: DHL코리아, 특송 업계 최초 AI 분류 로봇 도입

•   인베스트조선: 치열해지는 IPO 일정 눈치싸움...거세진 개인 입김이 '변수'

•   중앙(P1): 모더나 수급 비상, 내주 예약 55~59세 모두 화이자 맞는다

•   동아(P1): M&A로 활로 찾는 기업들… 상반기에만 15조 사고팔아

•   동아: 年매출 1조 사업도 “성장성 떨어진다” 정리… 포트폴리오 개편 박차

•   동아: 카카오 5년간 47개社, 네이버 30개社 사들여… M&A 톱3 모두 IT기업

•   동아(P1): ‘4인 맞벌이’ 건보료 月 38만원 이하땐 재난금

※   기재부: 2021년도 「2차 추경 범정부 TF」 3차 회의 개최

•   동아: 한국 축구 이긴 날… 호프집 사장님은 텅빈 가게를 지켰다

•   문화: 홍남기 ‘부동산 담화’ 발표한다는데…‘공급’ 없인 백약이 무효

•   문화: “올해 부실기업 폭증 우려… 구조조정 고삐 좨야”

※   금융연구원: 금융브리프 30-15

•   문화: 美, 해운 운임상승 위법 여부 조사… 韓 HMM도 포함

•   한국(P1): 비수도권이 3단계라고? 1~4단계 제각각… 혼선에 혼선

•   국민: 국내 스마트폰 시장서 중저가폰 선택지 좁아졌다

•   세계(P1): “델타 변이 금주 우세종 될 것”

•   머니투데이(P1): 정부, 연체자 '신용회복' 지원 검토…'도덕적 해이' 우려도

•   머니투데이: '화재 4개월' 日르네사스, 반도체 출하 회복됐지만…여전히 답답

•   머니투데이: 한파·폭염에 전력난···블랙아웃 공포 해결사 부상한 '이것'

※   ESS 시장 연평균 30% 성장···소재 혁신, 안전 확보, 계통 해결 뒤따라야

•   머니투데이: '짧고 굵게' 가능했을 텐데…'4차 대유행' 부른 방역실책 3가지

•   헤럴드경제(P1): 제·주·성 이어 자·주·성...이제 지·주·성 ‘富의 세대교체’

•   헤럴드경제: 제조업으로 일군 자산 증시 대이동...금융자산 ‘2경 시대’ 눈앞

•   헤럴드경제: 스마트폰 부품株 실적 눈앞...‘삼성전기 vs LG이노텍’ 승자는?

•   파이낸셜뉴스(P1): ‘월세 0원’에도 공실 동대문 상권의 몰락 [현장르포]

•   아시아경제(P1): 탄소세 거둬 국민 퍼주기…포퓰리즘에 멍드는 기업

•   연합: 오늘도 1천300명 안팎…비수도권 확산세-델타변이 '우세종' 비상

•   연합: 다음 달 9일 산업부 에너지 차관·전담 조직 확대 출범

•   e대한경제: 인텔ㆍTSMC ‘닥공’에 설 곳 잃는 K-반도체

•   e대한경제: [단독] 삼부토건, 연료전지 시장 진출한다

•   에너지경제: 연이은 폭염에도 전력수급 '안정'…"휴가철에도 이상 無"

•   에너지경제: "탄소배출권 가격, 연말 갈수록 높아진다"

•   전자신문(P1): 삼성, EUV용 포토레지스트(PR) 다변화…美 인프리아 PR 적용 추진

[Opinions]

•   Project Syndicate(Richard Haass): Globalization Strikes Back

•   Project Syndicate(Josep Borrell, Paolo Gentiloni): A Big Step Forward for Global Tax Justice

•   Project Syndicate(Paul Gruenwald): Game on for Green Growth

•   FT(Editorial Board): Safeguarding Britain’s nuclear power future

•   FT(Editorial Board): Stablecoins come with bank-like risks

•   FT(Gideon Rachman): Joe Biden’s Afghan pullout could end in tragedy

•   FT(Marietje Schaake): Big Tech calls for ‘regulation’ but is fuzzy on the details

•   FT(Scott Minerd): A better way to pay for infrastructure investments

•   FT(Heba Saleh): Israel’s ‘frozen’ coalition holds tight to power by avoiding points of discord

•   FT(Lex): ABB: volting ambition bearing fruit in disposals

•   WSJ(James Freeman): Biden and the Possibility of Nothing

•   WSJ(Chris Jacobs): A Socialist Chairs the Budget Committee

•   WP(Editorial Board): How to close the wealth gap from the bottom up

•   WP(James McAuley): France’s unhinged anti-vaccine movement is more than a threat to public health

•   WP(John M. Barry): What history tells us about the delta variant — and the variants that will follow

•   Bloomberg(Mark Gongloff): Covid, Wildfires, Droughts, Floods, Jorts: Is This Apocalypse?

•   Bloomberg(Daniel Moss): Biden's Shift on Inflation Comes at an Awkward Time for the Fed

•   Bloomberg(Noah Smith): Why Delta Threatens to Undermine the Economic Recovery

•   Bloomberg(Brooke Sutherland): Will Business Travel Come All the Way Back

•   Bloomberg(Lionel Laurent): The EU Needs a Policy to Turn Post-Brexit U.K. into a Good Neighbor

•   Bloomberg(Allison Schrager): A U.S. Treasuries Glut Brings More Risk to the Economy

•   Reuters(John Kemp): Oil prices retrench on massive hedge fund sales

•   한경(정종태): 전력대란 데자뷔

•   헤럴드경제(윤원철): 전력수급 위기 속 갈 곳 잃은 신규 석탄발전